David works in the Wills, Trusts and Estates team based in our Leeds office.
David qualified as a solicitor in March 2009, and has since acquired a broad range of experience advising family business owners; trustees of agricultural, compensation and tax planning trusts; charities; and executors of complex high value estates.
David regularly works alongside accountants, financial advisers and other professionals to help ensure his clients’ overall objectives are achieved.
David is a fully qualified member of the Association of Taxation Technicians.
He is shortlisted in the Citywealth Future Leaders Awards 2019.
A Family Investment Company is a company, created by and for family members that typically will hold investments rather than operate a trade.
It is dangerous to fall into the trap of believing that probate is generally speaking straight forward and easy.
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